See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $34,000 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $25,754 |
Filed as: O'BRIEN,BELLAND ETAL Service code 29 · EIN 37-1467056 | Legal | $17,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,231 | $56,443+185.7% | $83,848+92.3% | $55,725+189.3% |
| Participation rate | 64.2% | 72.0%-7.8pp | 76.1%-12.0pp | 70.9%-6.7pp |
| Annual return | -3.33% | 393.67%-397.0pp | 850.88%-854.2pp | 244.93%-248.3pp |
| Employer contribution / active EE | $5,554 | $2,682+107.1% | $3,631+53.0% | $2,078+167.3% |
| Participant deferral / active EE | $1 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $280 | $156+78.9% | $5,478-94.9% | $115+142.7% |